Integrate Capsule CRM with 900+ apps
Create business workflows for Capsule CRM without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.
Popular Capsule CRM workflows
Create Capsule CRM people from new Acuity Scheduling appointments
This flow creates a new person in Capsule CRM for every appointment
that you schedule in Acuity Scheduling. This way, you can
automatically keep a record of each new lead that you communicate with.
How it works
1. A new appointment is created in Acuity Scheduling.
2. Zoho Flow adds a person in Capsule CRM.
Create Capsule CRM people from new Acuity Scheduling appointments
Acuity Scheduling + Capsule CRM
Send new Bigcommerce customers to Capsule CRM as new people
Looking for a workflow that can automatically manage and track your
online customers? This Flow can help, it adds a new person in Capsule
CRM for every new customer that is added to BigCommerce.
How it works
1. A new customer is added in BigCommerce.
2. Zoho Flow adds the contact as a person in Capsule CRM.
Send new Bigcommerce customers to Capsule CRM as new people
BigCommerce + Capsule CRM
Add New Capsule CRM tasks to Asana
Need to collaborate with your teammates on important CRM activities? Use this flow to automatically create a task in Asana for each new task added to Capsule CRM.
How it works
1. A new task is added in Capsule CRM.
2. Zoho Flow adds a corresponding task in Asana.
Add New Capsule CRM tasks to Asana
Capsule CRM + Asana
Build your own Capsule CRM integrations
Connect Capsule CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Build your Capsule CRM workflows using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
